See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,468 | $96,635-87.1% | $86,612-85.6% | $139,434-91.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.11% | 106.41%-102.3pp | 591.07%-587.0pp | 372.94%-368.8pp |
| Employer contribution / active EE | $3,070 | $3,263-5.9% | $3,022+1.6% | $4,751-35.4% |
| Participant deferral / active EE | $74 | $4,836-98.5% | $4,438-98.3% | $6,710-98.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |